Portfolio Manager
Optomi, LLC
Hybrid – Charlotte, NC | Hartford, CT | Short Hills, NJ Optomi, in partnership with a leading Property & Casualty Insurance organization, is seeking a Lean Portfolio Manager / Enterprise Transformation Coach! This is an exciting opportunity to join a growing Lean Portfolio Management Office focused on maturing enterprise portfolio governance, strategic planning, and organizational transformation. The ideal candidate will bring a blend of portfolio management, executive coaching, Agile transformation, and change management experience while partnering with senior leaders to improve how strategic initiatives are prioritized, governed, and executed across the enterprise. What the Right Candidate Will Enjoy: Helping shape and mature a Lean Portfolio Management Office supporting enterprise-wide strategic initiatives. Partnering directly with executive leadership to improve governance, prioritization, portfolio planning, and organizational alignment. Coaching portfolio leaders and stakeholders on new ways of working while driving meaningful organizational change. Building repeatable governance frameworks and operating models that will influence multiple business portfolios across the organization. Working in a collaborative, transformation-focused environment where you'll have the opportunity to make a lasting impact. Experience of the Right Candidate: Background in Agile Coaching, Release Train Engineering (RTE), Enterprise Transformation, or Program/Portfolio Leadership. Experience facilitating executive governance meetings, quarterly planning sessions, steering committees, or portfolio reviews. Strong change management and executive stakeholder engagement experience with the ability to influence without direct authority. Experience supporting portfolio prioritization, intake processes, governance frameworks, and strategic planning. Knowledge of Agile forecasting, capacity planning, OKRs, value stream funding, or portfolio financial planning. Experience with Jira, Azure DevOps, Rally, or similar Agile portfolio management tools (Targetprocess is a plus). Strong presentation, facilitation, and communication skills with experience creating executive-level materials and leading cross-functional discussions. Responsibilities: Coach portfolio leaders and executive stakeholders on Lean Portfolio Management principles and governance best practices. Facilitate portfolio planning, quarterly planning, governance forums, and executive steering committee meetings. Support the implementation and continuous improvement of portfolio governance processes and operating models. Partner with business and technology leaders to improve strategic prioritization, organizational alignment, and execution. Drive organizational change by helping leaders adopt new governance practices and portfolio management standards. Develop executive communications, presentations, and governance materials to support transformation initiatives. Promote consistent Lean Portfolio Management practices while helping mature portfolio operations across the enterprise. #J-18808-Ljbffr
$77k - $110k
...of all we do. At Provident Bank, we are committed to enhancing our customer and employees’ experience. POSITION SUMMARY: The Portfolio Manager II – SBL supports Bank’s goal of enhancing and increasing the efficiency of the sales force by way of processing & underwriting...SuggestedWork at officeLocal areaFlexible hours$140k - $160k
...ask for an accommodation or an alternative application process. Manager Pinebrook, NJ, US 6 days ago Requisition ID: 2095 Salary Range:... ...OF POSITION This role supports the selection of products & portfolio strategy for the US market, both for in-house & business development...SuggestedFlexible hours- Provident Bank in New Jersey seeks a PM I - SBL to bolster its loan underwriting and portfolio management for small business loans. You will analyze financial statements, use decisioning software, and help branches with loan decisions from application through closing....Suggested
$145k - $185k
...expertise delivering best-in-class lending, leasing and other financial services coast to coast. Responsibilities The VP, Sr Portfolio Manager - TMT is responsible for the management of investments in th Technology, Media, & Telecom (TMT) loan portfolio. Responsible for...SuggestedWork at office$185.5k - $344.5k
...Director, Competitive Readiness- Portfolio And Pipeline StrategyNovartis offers an exciting opportunity for a talented individual to join the US General management function as part of the US Portfolio and Pipeline Strategy team. As Director, Competitive Readiness- Portfolio...SuggestedLocal areaRemote workRelocation$159.2k - $212.1k
...strategic advisory role across all client events, ensuring that event managers and vendors responsible for program operations execute in... ...they arise, and providing oversight of the budget across the portfolio of meetings. You’ll be part of our Optimize Events team in one...Hourly payApprenticeshipWork experience placementWork at office- ...00 a.m. to 6:00 p.m.Summary:Our US Fund Solutions group is seeking a Fund Accountant or Senior Fund Accountant. The candidate will manage multiple client deliverables ensuring superior client service. Deliverables include fund administration services provided to private...Local areaRemote workWorldwide
- ...Corporation Service Company is seeking a Senior Fund Accountant in Livingston, NJ for its US Fund Solutions group. You will manage multiple client deliverables and provide fund administration services to private equity funds. Responsibilities include preparing financial...
- Lead Project Manager Lead Project Manager will be responsible for delivering multiple strategic efforts across various departments. This role will be a part of the Project and Portfolio Management organization.
- ...because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice. Responsibilities:Review and provide oversight of tax provision and distribution work...Local area
- ...on experience Job Type: Full Time Location: Madison, NJ (in-person) Position Overview We are seeking a full-time Automotive Portfolio Manager to manage our end‑of‑contract, equity, lease maturity, and over‑mileage client base. You will collaborate closely with the...Full timeContract work
- ...Submitted candidates must reside in EST zone to be considered Our direct client has an opening for an Program or Portfolio Manager rec 800311 This contract is up to 13 months, and the client is in Harrisburg,PA WE CAN WORK CORP TO CORP OR W2....Hourly payFull timeContract workRemote work
$154.5k - $302k
...makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to... ...with the preparation of monthly accounting packages for portfolios consisting of residential mortgage loans, commercial real estate...Full timeInterim roleWork at officeFlexible hours$61.6k - $75k
...Under general direction, this position’s role is to gain knowledge, practical experience and skills in handling all aspects of portfolio management as relates to CRE, Middle Market or Business Banking products and services. The primary focus will be supporting the...Work at officeLocal areaFlexible hours- CSL Seqirus in Summit, NJ seeks a Sr. Director, Global Brand & Portfolio Management to define and execute the global portfolio vision across vaccines, inline brands, and pipeline assets. You will lead a team responsible for portfolio strategy, brand lifecycle management...Remote work
- ...our people, our future, and what we stand for as a firm.KPMG is currently seeking a Manager/Senior Manager to join our Business Tax Services practice. Responsibilities:Manage a portfolio of clients of various size and scope and act as the point of contact for internal...Local area
$99k - $252.45k
Industry/SectorAsset and Wealth ManagementSpecialismAssuranceManagement LevelManagerJob Description & SummaryThe OpportunityAs a Managed Services - Real Estate Fund Level Accounting & Reporting - Manager, you will play a pivotal role in delivering outsourced solutions that...Full timeH1b- ...partner with the Head of US Rare Disease for strategy and launch planning. You will lead development of launch strategy and brand plans, manage information flow and executive communications, and own the budget from development through execution. The role requires an MBA or...
$85k - $95k
...communities across the country. Headquartered in New York, with offices in Colorado, Florida, and Washington DC, Fairstead owns and manages a portfolio of more than 30,000 apartments, including pipeline, across 28 states. As an integrated owner, operator, and innovator,...Work at officeLocal areaFlexible hours- CSC US Funds Solutions’ Staff Accountant role in Livingston, NJ is a fund accounting entry-level position. The hybrid schedule requires three days onsite. You will support private equity fund administrations, including financial statements, capital calls, and investor reporting...
- ...real estate private equity firm. Collaborate on strategic fund management with $3B in assets under management. Advance your career in a... ...reporting.Monitor promote models and calculate IRR while analyzing portfolio returns and performance benchmarks.Participate in year-end...
- CSL Seqirus is seeking a Sr. Director to define and execute global portfolio strategy for influenza vaccines and pipeline assets. You will lead a cross‑functional team, drive brand lifecycle management, and shape evidence generation and pricing strategy. This hybrid role...
- First Citizens Bank in Morristown, NJ is seeking a VP, Sr Portfolio Manager - TMT to lead investments in the Technology, Media & Telecom loan portfolio. You will monitor risk, analyze market trends, and structure deals to meet client needs in a dynamic banking environment...Work at officeRemote work
- ...college degree and strong analytical skills but no previous trading experience is necessary. The role offers a competitive payout structure and a collaborative team atmosphere. Interested candidates should contact the hiring manager. #J-18808-Ljbffr T3 Trading Group LLC
$100k - $120k
...distribution allocations. Support the tracking of investment costs and ongoing monitoring of investment fair values. Manage and oversee the quarterly NAV and portfolio reconciliation process, including investigating and resolving discrepancies with internal operations teams....Full timeWork at officeRemote work- McKinsey & Company seeks an experienced events professional to lead a portfolio of client and firm events in North America. You will advise on execution, coordinate with event managers and vendors, and ensure alignment with stakeholders' objectives. Responsibilities include...
$70k
...Fundraising Manager, Walk to End Alzheimer's Alzheimer's Association Posted On Mar 3, 2026 Salary Range $70,000+ Job Type Full Time Work... ...based incentive opportunity up to $13,000, depending on portfolio size and achievement of quarterly goals. Company The Alzheimer'...Full timeWork at officeNight shiftWeekend workAfternoon shift$78.01k - $97.51k
...stores, digital channels, and through remote selling. It is part of Saks Global’s portfolio of world-class luxury retailers and real estate assets. YOU WILL BE: The Asset Protection Manager is responsible for overall inventory shortage performance and full execution of...Full timeSeasonal workLocal areaRemote work- ...communications. You'll be instrumental in sending out capital calls, distribution notices, and preparing accurate calculations of management fees and performance metrics such as IRR. You will also be involved in assisting our fund admin and other members of the finance...3 days per week
- SAP Security Administrator SAP Security administrator who should have at least 5 years of experience with the below skillset. Strong communication skills to facilitate working in a dynamic project environment Role design, configuration, testing, and deployment...Contract work
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